Retirement plan

COMARG USA, INC. 401(K) PROFIT SHARING PLAN

Name: COMARG USA, INC. - COMARG USA, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: COMARG USA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMARG USA, INC. 401(K) PROFIT SHARING PLAN, COMARG USA, INC.

COMARG USA, INC.EIN 33-1053871Plan #002PY 2019

3111 JASMINE DRIVE - DELRAY BEACH, FL 33483917-969-9597

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$728K

+56.5% from 2018

Total participants

0.0% from 2018

Average account balance

$242,529

+56.5% from 2018

Annual return

21.41%

+28.03 pp from 2018

Benchmarks

See 31,989 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,989 peers

Snapshot2019

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$929K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$310K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.84%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$5002

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$242,529

$184,000+31.8%

$162,185+49.5%

$152,909+58.6%

Participation rate

100.0%

88.5%+11.5pp

87.6%+12.4pp

82.5%+17.5pp

Annual return

21.41%

150.80%-129.4pp

115.61%-94.2pp

345.46%-324.1pp

Employer contribution / active EE

$33,333

$6,370+423.3%

$5,613+493.8%

$4,764+599.7%

Participant deferral / active EE

$21,000

$8,033+161.4%

$7,297+187.8%

$5,851+258.9%

Admin fee / account holder

$13,124-100.0%

$10,844-100.0%

$11,601-100.0%

COMARG USA, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COMARG USA, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion